Iams Wealth Management’s First Trust Intermediate Government Opportunities ETF MGOV Stock Holding History

Iams Wealth Management’s Portfolio MGOV Stock Details MGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	13,629 -525	-4%	-$10.6K	0.08%	165
2026 Q1	$287K	Sell	14,154 -35,632	-72%	-$732K	0.1%	170
2025 Q4	$1.02M	Buy	+49,786	New	+$1.02M	0.37%	87
2025 Q2	–	Sell	-27,847	Closed	-$564K	–	184
2025 Q1	$564K	Buy	27,847 +4,590	+20%	+$91.9K	0.26%	108
2024 Q4	$461K	Buy	+23,257	New	+$470K	0.21%	116

Other funds holding MGOV

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Iams Wealth Management's MGOV Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust Intermediate Government Opportunities ETF (MGOV) stake by 3.7% in Q2 2026, selling an estimated $10.6K and leaving 13,629 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #165.

Iams Wealth Management first reported a position in MGOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 4 funds tracked by Wall St. Rank hold MGOV as of Q2 2026.

Iams Wealth Management held 13,629 shares of First Trust Intermediate Government Opportunities ETF worth $275K as of Q2 2026.
Iams Wealth Management sold 525 First Trust Intermediate Government Opportunities ETF shares in Q2 2026, an estimated $10.6K.
First Trust Intermediate Government Opportunities ETF made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #165 holding.
Iams Wealth Management first reported a position in First Trust Intermediate Government Opportunities ETF in Q4 2024 and has held it in 5 quarters since.
Iams Wealth Management's First Trust Intermediate Government Opportunities ETF position peaked at $1.02M in Q4 2025.
4 funds tracked by Wall St. Rank held First Trust Intermediate Government Opportunities ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.